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Cavalier Investments’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Cavalier Investments’s Portfolio IEF Stock Details IEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-5,928
Closed -$670K – 146
2016
Q2 		$670K Hold
5,928
– – 0.39% 56
2016
Q1 		$654K Sell
5,928
-170
-3% -$18.5K 0.38% 53
2015
Q4 		$644K Buy
+6,098
New +$650K 0.38% 48

Other funds holding IEF

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

Cavalier Investments's IEF Position: Q3 2016 in Review

Cavalier Investments sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2016, closing a stake of 5,928 shares — an estimated $670K sold.

Cavalier Investments first reported a position in IEF in Q4 2015 and held it in 3 quarters. The position peaked at $670K in Q2 2016. 359 funds tracked by Wall St. Rank hold IEF as of Q3 2016.

  • Cavalier Investments reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2016 after selling out during the quarter.
  • Cavalier Investments sold 5,928 iShares 7-10 Year Treasury Bond ETF shares in Q3 2016, an estimated $670K.
  • Cavalier Investments first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2015 and held it in 3 quarters.
  • Cavalier Investments's iShares 7-10 Year Treasury Bond ETF position peaked at $670K in Q2 2016.
  • 359 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2016.

Based on Cavalier Investments's 13F filing for Q3 2016, filed 14 Nov 2016.